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Disclosery

Intrua Financial, LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intrua Financial, LLC on JEPQ, newest first. How the timeline and the estimate are built.

Intrua Financial, LLC held 20,911 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,911 shares
    Change vs previous 13F -47 shares

    0.12% of the 13F portfolio, value $1,285,175.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,958 shares
    Change vs previous 13F -22 shares

    0.12% of the 13F portfolio, value $1,163,607.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,980 shares
    Change vs previous 13F +1,601 shares

    0.13% of the 13F portfolio, value $1,219,345.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,379 shares
    Change vs previous 13F -351 shares

    0.13% of the 13F portfolio, value $1,114,676.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,730 shares
    Change vs previous 13F -21,106 shares

    0.15% of the 13F portfolio, value $1,073,335.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,836 shares
    Change vs previous 13F +2,464 shares

    0.33% of the 13F portfolio, value $2,114,476.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,372 shares
    Change vs previous 13F +11,256 shares

    0.35% of the 13F portfolio, value $2,163,440.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,116 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,489,474.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).